Creating A New Team

Topic:

Creating A New Team

Learn how to set up a new team to assign users to

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

  1. Log in to your system with a user who has Admin permissions
  2. In the top menu bar on the right-hand side there is a menu option called ‘Admin’.
  3. You can either:
    Hover over ‘Admin’ which will show you a dropdown menu
    From this dropdown click ‘Teams’
    Or
    Click ‘Admin’
    A left-side menu will appear, and you can click ‘Teams’ from here
  4. Click the ‘+ Add Team’ button in the top right-hand corner of the page. This will take you to an empty form called ‘Team Details’
  5. There are two required fields in this form:
    •Team Name: Choose a short but descriptive team name e.g. Sales Team
    •Team Type: Choose a team type from the dropdown menu. If you’re unsure which Team Type to select you can read more in our Team and User Setup > User Types guide
  6. Click ‘Save’ when you are happy with your new team set-up